Inquiries in several inboxes
Some were never opened.
Lead management for contractors whose inquiries arrive by form, text, call and referral
Contractor lead management automation that answers first and gives every inquiry an owner
Someone asking for a quote often contacts several contractors, so the time it takes to reply can decide who is invited to look at the job. BoldBellows records the source, the contact details and the type of work for every new inquiry as it arrives, removes duplicates against your customer list, sends a prompt first reply and assigns a named estimator with a time to respond, then builds the route around the places your leads already come from: a website form, a listing site, a text message, a missed call or a referral lands in one pipeline, the route checks whether the person is already a customer or an open lead, sends a short first reply in your wording, assigns the inquiry to an estimator based on the rules you give and starts a clock that alerts the office if nothing happens in time. Each lead keeps its source, so you can see which channels bring real work. Text messages are limited to people who opted in.
View Pricing
From $1,165, paid once. One lead inbox.
The safeguards in Contractor lead management
- One pipeline every source in one place
- Answered fast first reply at once
- Duplicates checked by contact details
- Owner assigned with a time to respond
- Evidence kept Each decision stores the identifiers and timestamps behind it
- Your platform fees stay yours $1,165 is our fee; your Contractor plan and other subscriptions are billed to you directly
01 · the scattered-inquiry problem
A lead no one owns is a job you may never learn you lost
Inquiries arrive through a handful of doors: the website form lands in one inbox, the listing site in another, a text on the owner's phone and a referral over dinner. Each is handled by whoever notices it, if anyone does. The same customer can appear twice under different spellings, and nobody can say which channel brought last month's best job because the source was never written down.
Slow first replies
The customer called someone else.
The same person entered twice
Two estimators visited.
- A retried delivery adds another lead
- A form submission sat in a shared inbox for two days
- Nobody knows which listing site produced last month's jobs
- The contact, the job address and the source of the inquiry links every lead to its source
- Every inquiry is in one pipeline with a source and an owner
- A first reply goes out at once and the clock tracks the next step
02 · how it works
How an inquiry becomes a lead with an owner and a clock
Three moves: decide whether it counts, locate the lead, then write and prove it.
- 01
Interpret the source state
The route reads the Construction record behind the event and confirms the job update meets the documented rule.
- 02
Capture, check, reply
The route captures the inquiry, checks for duplicates and sends a first reply.
- 03
Assign, time, count
It assigns an estimator, starts a clock and counts leads by source.
What we checked in Contractor first
Speed matters on a new inquiry
Someone asking for a quote often contacts several contractors, so the time to a first reply shapes who gets the visit and the route answers at once, then hands the lead to a named estimator.
Same person, one record
Matching on phone and address stops one customer from becoming two leads, so only one estimator goes to the house.
Uncertain results
A missing confirmation starts a lookup in the lead pipeline by the contact, the job address and the source of the inquiry; a new write is never the first response.
03 · what ships in the build
Inside the lead route: the parts that capture, reply and assign
Start with Core, which admits events and claims identity; Scale then shapes the lead; Stewardship checks the lead pipeline long after go-live.
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Trigger gatekeeper
Lets only the agreed job updates through and keeps a reason for every one it stops.
CoreStable identity ledger
Maintains a record of what lead management did for each Contractor item, and it is the first place a repeated event is checked.
CorePayload trimmer
Cuts each Construction payload down to the fields the lead pipeline needs before the lead is prepared.
CoreInquiry capture
Collects forms, texts and referrals in one place.
ScaleDuplicate check
Compares each lead with customers and open leads.
ScaleEstimator assignment
Applies your rules by area and type of work.
ScaleSlow lead alert
Warns the office when a lead has no next step.
StewardshipSource report
Counts leads and booked visits by channel.
StewardshipCase register
Keeps evidence, status and next step for every lead that could not be confirmed.
Stewardship04 · who it's for
If you are among the small commercial builders, you may also need to reply to new inquiries fast and make sure each one has an owner, a next step and a source you can count
Leads come from many doors but they reach the same office, and the customer sees only how fast it answers.
Owner
"See where jobs come from."
The report counts leads by source.
Estimator
"Visit customers who are expecting me."
Assigned leads arrive with details.
Office manager
"Stop sorting inboxes."
One pipeline holds every inquiry.
Marketing contact
"Judge each channel."
Sources are recorded from the first message.
Customer
"Hear back quickly."
A first reply arrives at once.
Dispatcher
"Book visits that fit."
Leads carry the area and work type.
The price follows inquiries, sources and next steps
Cost your lead route, one lead source at a time
See what you would pay for Contractor lead management before anyone contacts you. Packages open at $1,165.
View Pricing
- One setup fee
- Range shown first
- PDF handover included
05 · compare your options
Leads scattered across a website form, an inbox and a pile of text messages, a zap or a lead route with one inbox, a first reply sent at once and an estimator named for each: choosing how Construction reaches the lead pipeline
Each can receive a form. Only one merges duplicates, replies at once and assigns a named estimator with a clock.
| How an inquiry arrives | Many inboxes | A CRM nobody updates | Our lead route |
|---|---|---|---|
| What starts the work | Whoever is watching Construction | Whatever the trigger allows | An approved job update, judged before any write |
| How identity is decided | Matched by eye | The title or a label | Contact, job address and inquiry source |
| What reaches the lead pipeline | A pasted summary | A raw payload | One lead record, a first reply and a named owner |
| After an uncertain result | Staff search the lead pipeline manually | A blind retry | Finds the lead first, then decides |
Events arrive out of order
Delivery order is not trusted. Each event is ranked by its own time against the state already held in the lead pipeline.
The same customer inquires through two channels in one day
The route merges the two into one lead, keeps both sources on it and notifies the estimator who already has the customer. A search on the contact, the job address and the source of the inquiry finds what exists; a comparison says whether it matches; the outcome is written down. Creation is allowed in one case alone: the lead is confirmed missing.
Everything in this route hangs from the contact, the job address and the source of the inquiry, so it is agreed before any mapping begins.
Pricing
Build your Contractor to Lead Management price
Pick a package, answer three short questions about how Contractor data should reach Lead Management, and your price and turnaround move as you choose.
06 · process & getting started
Six steps from scattered inquiries to one pipeline
Every step ends with something you can inspect: a map, a key, a test result or a signed note.
- Step 01
Read how leads arrive today
We list every door an inquiry can come through and follow a few from arrival to first visit.
- Step 02
Approve access
The route gets its own restricted Contractor account, and we agree with you which fields identify a record for lead management.
- Step 03
Agree the lead rules
Reply wording, assignment by area and trade, response times and what counts as a duplicate are written out and approved first.
- Step 04
Rehearse the failures
Duplicates, out-of-order events, blank values and timeouts are staged in a test area so the repairs are proven.
- Step 05
Launch with notes
Production begins at a boundary you have agreed, with a PDF covering the rules, owners and repair steps.
- Step 06
Settle in
We watch the live route through its first cycle, compare both sides and tune thresholds where the data says to.
07 · turnaround
Delivery windows by package
No days are counted until Contractor access has been approved.
Core
6 to 10 business days
Scale
10 to 16 business days
Stewardship
16 to 24 business days
08 · before we start
What to gather before day one
A named Contractor administrator who can approve the connection
A list of your lead sources, the areas and types of work each estimator covers and the first-reply wording you prefer
Read access to the Construction objects this route depends on
A plain-language list of the job updates to include and exclude
The people who should be told when something fails
A time window in which testing can happen safely
09 · security and ownership
Scoped access, small payloads, and no changes to either tool
Contractor is queried only for the fields the lead management work relies on, and every destination is named before the first write.
Published interfaces only
Every request goes through the public interfaces of Construction and the lead pipeline. No core file, theme or application code is touched.
Scoped, revocable access
Credentials are limited to the agreed scope, and withdrawing them stops the route at once.
Data kept to the job
The lead carries the values the business needs and no more; the rest of the Construction record is never copied across.
Retries that cannot duplicate
Every repair starts from the contact, the job address and the source of the inquiry and a read of the lead pipeline, so trying again is safe by construction.
Minimal logging
Operational history is limited to IDs, timestamps and outcomes.
Full handover
You leave with the mapping, the settings and a plain-language guide.
10 · verified reviews
What BoldBellows clients say
Verified reviews from business owners who use BoldBellows automations every day, from marketing and sales to support and operations.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
11 · questions
Lead management automation: what owners and estimators ask
These are the queries we hear most, with straight replies.
Is a simple trigger-and-action setup enough for Contractor lead management?
For every inquiry answered quickly and assigned to someone alone, a basic zap is enough. What it will not do is capture the inquiry, reply quickly or assign an owner. This build covers exactly what a basic connector leaves open.
Which lead sources can it collect?
Website forms, listing sites that send notices, texts and logged calls, set up one by one.
Can it reply at night?
Yes, a first reply goes out at once and the estimator follows up in business hours.
How are duplicates found?
By matching phone, email and address against customers and open leads.
Who gets each lead?
The estimator your rules name for that area and type of work.
Does it send texts to everyone?
No, texts are limited to people who opted in.
Can we see which sources work?
Yes, the report counts leads and booked visits by source.
Can I check the Contractor data lead management will move before it runs?
It is covered. A short document lists the Contractor fields used for lead management and how each is handled, for your approval.
Can the route be tuned for our edge cases on the Contractor Lead Management service?
Yes. Different cases can take different paths in Contractor lead management. Pricing begins at $1,165.
Is there a safeguard against Contractor changes?
Upstream changes are caught at the point of use: the step pauses, the reason is recorded, and your owner is notified. Repair work is quoted outside the review window.
Put every inquiry in one place
Give your office a pipeline where every inquiry has an owner
Tell us the Contractor trigger and the result, plus a name for exceptions, and see a fixed price from $1,165.
Those are scoped and quoted separately.